Braden
Cole
True North Advisors, LLC
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About this Advisor
Braden Cole is a chartered financial analyst working out of Dallas, Texas with a total of 1 year of industry experience. Cole is an employee of True North Advisors, LLC. Throughout their career, they have worked at Ch Investment Partners, True North Advisors, LLC and Rgt Capital Management, LTD. Cole maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. True North Advisors, LLC is a firm that has its headquarters in Dallas, TX. It has a total of 42 people on staff. It manages $3 billion in assets across its 3,532 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 3,532 accounts, 60% are held by high-net-worth clients who have more than $1 million in assets. The company offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules depend on which services the firm provides the client. Fee types billed by True North Advisors, LLC can include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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True North Advisors, LLC Brokerage Details
$3,006,399,719
42
3,532
$851,189
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Braden Cole Work History
Braden has been registered as a financial advisor for 1 years.*
True North Advisors, LLC
Ch Investment Partners
Rgt Capital Management, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Braden Cole to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at True North Advisors, LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Fort Worth, TX
Fort Worth, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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